Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jan 27, 2026Fund LettersChuck BathGM General Motors Company Consumer DiscretionaryAutomobile Manufacturers Bull New York Stock ExchangeAutos, Cyclicality, EV, marketshare, Pricing
Jan 27, 2026Fund LettersKrishna Mohanraj000660 KS SK hynix Inc Information TechnologySemiconductors Bull New York Stock ExchangeAI, HBM, Memory, rerating, semiconductors
Jan 27, 2026Fund LettersGeorge BoltonCENX Century Aluminum Company MaterialsAluminum Bull NASDAQAI, Aluminum, Commodities, data centers, Defense
Jan 27, 2026Fund LettersGeorge BoltonCAT Caterpillar Inc. IndustrialsConstruction Machinery Bull New York Stock Exchangeaftermarket, AI, Digitization, Industrials, services
Jan 27, 2026Fund LettersGeorge BoltonLLY Eli Lilly and Company Health CarePharmaceuticals Bull New York Stock ExchangeGLP-1, Obesity, pharmaceuticals, pipeline, Pricing
Jan 27, 2026Fund LettersGeorge BoltonKGS Kodiak Gas Services, Inc. EnergyOil & Gas Equipment & Services Bull New York Stock Exchangecashflow, Compression, infrastructure, LNG, natural gas
Jan 27, 2026Fund LettersSanne de BoerFTRE Fortrea Holdings Inc. Health CareLife Sciences Tools & Services Bull NASDAQBookings, Cro, healthcare, lifesciences, recovery
Jan 27, 2026Fund LettersSanne de BoerFOLD Amicus Therapeutics, Inc. Health CareBiotechnology Bull NASDAQbiotechnology, growth, healthcare, Quality, rare disease
Jan 27, 2026Fund LettersSanne de BoerFLS Flowserve Corporation IndustrialsIndustrial Machinery Bull New York Stock Exchangecashflow, earnings, Industrials, machinery, valuation
Jan 27, 2026Fund LettersSanne de BoerGEO GEO Group, Inc. IndustrialsSecurity & Alarm Services Bear New York Stock Exchangecashflow, Corrections, Government, restructuring, valuation
Jan 27, 2026Fund LettersSanne de BoerHPP Hudson Pacific Properties, Inc. Real EstateOffice REITs Bear New York Stock ExchangeLeasing, Office, realestate, REITs, valuation
Jan 27, 2026Fund LettersSanne de BoerBE Bloom Energy Corporation IndustrialsElectrical Equipment Bear New York Stock ExchangeAI, data centers, Fuel cells, Power generation, valuation
Jan 27, 2026Fund LettersZack BuckleyLQDA Liquidia Corporation Health CareBiotechnology Bull NASDAQAsymmetric, Biotech, litigation, Optionality, pharma
Jan 27, 2026Fund LettersZack BuckleyDAVE Dave Inc. FinancialsConsumer Finance Bull NASDAQBNPL, earnings growth, Fintech, Neobank, valuation
Jan 27, 2026Fund LettersZack BuckleyIWG LN International Workplace Group plc Real EstateFlexible Office Space Bull New York Stock Exchangeasset-light, Flexible Office, Franchising, Margins, rerating
Jan 27, 2026Fund LettersZack BuckleyLNW Light & Wonder, Inc. Consumer DiscretionaryCasinos & Gaming Bull NASDAQduopoly, Free Cash Flow, Gaming, turnaround, valuation
Jan 27, 2026Fund LettersZack BuckleyPRTH Priority Technology Holdings, Inc. FinancialsTransaction & Payment Processing Services Bull NASDAQActivism, cashflow, Payments, take-private, undervaluation
Jan 27, 2026Fund LettersZack BuckleyWLFC Willis Lease Finance Corporation Aerospace & DefenseAircraft Leasing Bull NASDAQAccounting, Aerospace, asset value, Leasing, NAV
Jan 27, 2026Fund LettersDavid M. PoppeFISV Fiserv Inc. Information TechnologyTransaction & Payment Processing Services Bull New York Stock Exchangecashflow, Fintech, Payments, recurring revenue, switching costs
Jan 27, 2026Fund LettersDavid M. PoppeCACC Credit Acceptance Corp. FinancialsConsumer Finance Bull NASDAQAuto finance, Credit cycle, Returns, subprime lending, underwriting

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